See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,209 | $42,894-66.9% | $60,874-76.7% | $68,494-79.3% |
| Participation rate | 91.5% | 66.8%+24.7pp | 73.1%+18.4pp | 67.9%+23.6pp |
| Annual return | -14.25% | -13.98%-0.3pp | 16.90%-31.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,125 | $1,978+7.4% | $2,701-21.3% | $2,596-18.1% |
| Participant deferral / active EE | $1,644 | $2,867-42.7% | $3,817-56.9% | $4,027-59.2% |
| Admin fee / account holder | $2,181 | $3,101-29.7% | $3,224-32.4% | $5,403-59.6% |